FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc.

Average annual returns

No trailing-return data available for this share class.

Risk statistics

48 months through June 30, 2023
Volatility (ann.)
19.97%
Sharpe
0.45
Sortino
0.70
Max drawdown
-31.50%
Best month
12.85%
Worst month
-12.36%
Beta vs VTSAX
1.03
Correlation
0.95

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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